Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Jordan is a financial advisor who has been in the industry since August 3, 2010. Stephanie is registered with Northwestern Mutual Investment Services, LLC and has been with the firm since January 2022. Prior to joining Northwestern Mutual, Stephanie was employed by Allspring Funds Distributor, LLC. Stephanie is licensed to provide investment advice and securities trading services in Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
02/23/2022 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
NC
06/29/2010 - 01/18/2022
ALLSPRING FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
BOTH
Issued 07/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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